Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | Director | July 20, 2023 | July 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JOHN WILEY & SONS, INC.
Report date July 20, 2023 · Filed July 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,229 |
Reported balance
After 2023-07-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-20 · Grant · Acquired 217 · Balance 21,229 F1: 1-for-1. F2: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1.
F2: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 20, 2023 Filed Jul 21, 2023 18:51 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 217 | $33.82 | $7,338.94 |
DisclosureSEC source: 0000107140-23-000148 · wf-form4_168996546131414.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,229 Underlying: Class A Common · 217 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 14:34 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 193 | $37.51 | $7,239.43 |
DisclosureSEC source: 0000107140-23-000050 · wf-form4_168260607464276.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,011 Underlying: Class A Common · 193 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 18:58 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 164 | $43.73 | $7,171.72 |
DisclosureSEC source: 0000107140-23-000017 · wf-form4_167363626948956.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,818 Underlying: Class A Common · 164 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 14:54 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 174 | $41.00 | $7,134.00 |
DisclosureSEC source: 0000107140-22-000076 · wf-form4_166696888259080.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,654 Underlying: Class A Common · 174 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 18:38 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,140 | $38.22 | $120,010.80 |
DisclosureSEC source: 0000107140-22-000055 · wf-form4_166482228755788.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,480 Underlying: Class A Common · 3,140 shares Expires not disclosed F1 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 16:26 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 125.78 | $47.56 Strike: $0.00 | $5,982.10 |
DisclosureSEC source: 0001225208-22-008896 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,340.46 Underlying: Class A Common · 125.78 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 20:42 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 107.49 | $54.91 Strike: $0.00 | $5,902.28 |
DisclosureSEC source: 0001225208-22-005997 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,214.68 Underlying: Class A Common · 107.49 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 12, 2022 Filed Jan 15, 2022 00:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 106.58 | $55.03 Strike: $0.00 | $5,865.10 |
DisclosureSEC source: 0001225208-22-000777 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,107.19 Underlying: Class A Common · 106.58 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 18:54 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 109.75 | $53.10 Strike: $0.00 | $5,827.73 |
DisclosureSEC source: 0001225208-21-013338 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000.61 Underlying: Class A Common · 109.75 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,298 | $52.21 Strike: $0.00 | $119,978.58 |
DisclosureSEC source: 0001225208-21-012772 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,890.86 Underlying: Class A Common · 2,298 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted shares will vest on the earlier of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted shares will vest on the earlier of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 21:51 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 88.55 | $56.51 Strike: $0.00 | $5,003.96 |
DisclosureSEC source: 0001225208-21-010840 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,592.86 Underlying: Class A Common · 88.55 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 21, 2021 Filed Apr 22, 2021 20:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 86.57 | $57.04 Strike: $0.00 | $4,937.95 |
DisclosureSEC source: 0001225208-21-006928 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,504.31 Underlying: Class A Common · 86.57 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 19:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 103.19 | $47.51 Strike: $0.00 | $4,902.56 |
DisclosureSEC source: 0001225208-21-000846 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,417.74 Underlying: Class A Common · 103.19 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 22:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 153.49 | $31.60 Strike: $0.00 | $4,850.28 |
DisclosureSEC source: 0001225208-20-012725 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,314.55 Underlying: Class A Common · 153.49 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:50 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,545 | $31.03 Strike: $0.00 | $110,001.35 |
DisclosureSEC source: 0001225208-20-011849 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,161.06 Underlying: Class A Common · 3,545 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 14:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 101.93 | $35.33 Strike: $0.00 | $3,601.19 |
DisclosureSEC source: 0001225208-20-009922 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,616.06 Underlying: Class A Common · 101.93 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 16:28 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 104.68 | $33.81 Strike: $0.00 | $3,539.23 |
DisclosureSEC source: 0001225208-20-006549 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,514.13 Underlying: Class A Common · 104.68 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 21:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 70.94 | $49.55 Strike: $0.00 | $3,515.08 |
DisclosureSEC source: 0001225208-20-000986 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,409.45 Underlying: Class A Common · 70.94 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 19:25 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 78.46 | $44.46 Strike: $0.00 | $3,488.33 |
DisclosureSEC source: 0001225208-19-013814 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,338.51 Underlying: Class A Common · 78.46 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 22:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,506 | $43.90 Strike: $0.00 | $110,013.40 |
DisclosureSEC source: 0001225208-19-012831 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,260.05 Underlying: Class A Common · 2,506 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 22:36 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 58.29 | $44.89 Strike: $0.00 | $2,616.64 |
DisclosureSEC source: 0001225208-19-010496 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,754.05 Underlying: Class A Common · 58.29 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion Read SEC document |
| April 17, 2019 Filed Apr 19, 2019 19:33 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 54.46 | $46.30 Strike: $0.00 | $2,521.50 |
DisclosureSEC source: 0001225208-19-007064 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,695.76 Underlying: Class A Common · 54.46 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 17:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 48.89 | $51.25 Strike: $0.00 | $2,505.61 |
DisclosureSEC source: 0001225208-19-001036 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,641.3 Underlying: Class A Common · 48.89 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 24, 2018 Filed Oct 25, 2018 21:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 45.35 | $54.92 Strike: $0.00 | $2,490.62 |
DisclosureSEC source: 0001225208-18-014875 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,592.41 Underlying: Class A Common · 45.35 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 19:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,809 | $60.80 Strike: $0.00 | $109,987.20 |
DisclosureSEC source: 0001225208-18-013889 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,547.06 Underlying: Class A Common · 1,809 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 19:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 27.88 | $67.60 Strike: $0.00 | $1,884.69 |
DisclosureSEC source: 0001225208-18-011886 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,738.06 Underlying: Class A Common · 27.88 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 18, 2018 Filed Apr 19, 2018 15:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 27.14 | $67.00 Strike: $0.00 | $1,818.38 |
DisclosureSEC source: 0001225208-18-007866 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,710.18 Underlying: Class A Common · 27.14 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 27.88 | $64.90 Strike: $0.00 | $1,809.41 |
DisclosureSEC source: 0001225208-18-000977 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,683.04 Underlying: Class A Common · 27.88 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 33.28 | $54.05 Strike: $0.00 | $1,798.78 |
DisclosureSEC source: 0001225208-17-016618 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,655.16 Underlying: Class A Common · 33.28 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 21:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,869 | $53.50 Strike: $0.00 | $99,991.50 |
DisclosureSEC source: 0001225208-17-015636 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,621.88 Underlying: Class A Common · 1,869 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 19, 2017 Filed Jul 21, 2017 20:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 22.05 | $54.15 Strike: $0.00 | $1,194.01 |
DisclosureSEC source: 0001225208-17-012794 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,752.88 Underlying: Class A Common · 22.05 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 18:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 21.59 | $53.25 Strike: $0.00 | $1,149.67 |
DisclosureSEC source: 0001225208-17-008245 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,730.83 Underlying: Class A Common · 21.59 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 22:00 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 19.96 | $57.30 Strike: $0.00 | $1,143.71 |
DisclosureSEC source: 0001225208-17-001208 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,709.24 Underlying: Class A Common · 19.96 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:09 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 22.13 | $51.38 Strike: $0.00 | $1,137.04 |
DisclosureSEC source: 0001225208-16-040658 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,689.28 Underlying: Class A Common · 22.13 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 19:51 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,995 | $50.13 Strike: $0.00 | $100,009.35 |
DisclosureSEC source: 0001225208-16-039661 · doc4.xml · derivative · entry 1 Leshin Laurie A · CIK 0001658477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,667.15 Underlying: Class A Common · 1,995 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.